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Low Inflation in Advanced Economies: Facts and Drivers

Since the global financial crisis, core inflation has been persistently below target in most advanced economies. Recently, it has weakened further in several advanced economies despite gradually diminishing slack. This note reviews recent developments in core inflation across advanced economies and identifies distinctive patterns across regions.

From Stress to Strategy: How Banks Balance the Scales

Staff working paper 2026-26 Ruben Hipp, Javier Ojea Ferreiro
This paper develops a stress-testing framework in which banks strategically adjust their balance sheets in response to regulatory constraints and market conditions. Applied to Canada’s largest banks, it quantifies the effects of macroprudential policies on lending and identifies systemic vulnerabilities through reverse stress testing.

The Central Bank Strikes Back! Credibility of Monetary Policy under Fiscal Influence

Staff working paper 2022-11 Antoine Camous, Dmitry Matveev
Central banks in many advanced economies enjoy a high degree of independence, which protects monetary policy decisions from political influence. But how should independent central banks react if pressured by fiscal policy-makers? We examine whether a central bank should design a monetary policy framework that prescribes acting conditionally on how fiscal policy behaves.

Labour Force Participation: A Comparison of the United States and Canada

Staff analytical note 2017-9 James Ketcheson, Natalia Kyui, Benoit Vincent
This note explores the drivers behind the recent increase in the US participation rate in the labour market and assesses the likelihood of a similar gain in Canada. The growth in the US participation rate has largely been due to a pickup in the participation of prime-age workers following a post-recession decline.

Assessing the Business Outlook Survey Indicator Using Real-Time Data

Staff discussion paper 2017-5 Lise Pichette, Marie-Noëlle Robitaille
Every quarter, the Bank of Canada conducts quarterly consultations with businesses across Canada, referred to as the Business Outlook Survey (BOS). A principal-component analysis conducted by Pichette and Rennison (2011) led to the development of the BOS indicator, which summarizes survey results and is used by the Bank as a gauge of overall business sentiment.

Liquidation Mechanisms and Price Impacts in DeFi

Staff working paper 2025-12 Phoebe Tian, Yu Zhu
This paper theoretically and empirically examines the price impacts of liquidations in DeFi and how different liquidation mechanisms affect the price impacts.

Unpacking interest rate uncertainty in 2025

Staff analytical paper 2026-25 Harshbir Kaur, Rishi Vala
Amid heightened Canada–US trade tensions in 2025, financial markets showed signs that investors had greater difficulty anticipating near-term Bank of Canada interest rate decisions. We look at the Overnight Index Swap prices and intraday Government of Canada yields to identify the main driver of uncertainty around interest rate decisions.

Product Sophistication and the Slowdown in Chinese Export Growth

Staff discussion paper 2017-15 Mark Kruger, Walter Steingress, Sri Thanabalasingam
Chinese real export growth decelerated considerably during the last decade. This paper argues that the slowdown largely resulted from China moving to a more sophisticated mix of exports: China produced more sophisticated goods over which it had pricing power instead of producing greater volumes of less sophisticated products.
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